connecting senior-level financial executives since 1931

Today’s Webcast Presentation The Top 5 Oracle Cloud Solutions for Modern Finance Leaders Presented by Perficient

October 14, 2020

will begin shortly …

slide 1 www.financialexecutives.org | 877.359.1070 connecting senior-level financial executives since 1931 CPE Credits Today’s webinar is worth 1 Continuing Professional Education (CPE) credit. Please be sure to enable your media player to hear audio.

To be eligible for CPE credit, you must: • Answer at least 3 of the 4 polling questions (during the webinar) and have a total viewing time of at least 50 minutes.

• Participants will have the opportunity to download their CPE certificate immediately following the webinar if above requirements are met.

• In accordance with the standards for the National Registry of CPE Sponsors, CPE credit will be granted based on a 50-minute hour.

• We are unable to grant CPE credit in cases where technical difficulties disqualify eligibility. CPE Program Sponsorship guidelines prohibit us from issuing credit to those not verified by the technology to have satisfied the minimum requirements listed above.

FEI provides professional development solutions for financial executives that take your learning path to the next level, with continuing professional education credit opportunities through webinars, in-person courses and conferences, as well as on demand learning. Learn more about upcoming coming opportunities and registration online today. www.financial executives.org/event slide 2 www.financialexecutives.org | 877.359.1070 PERFICIENT + ORACLE The Top 5 Oracle Cloud Solutions for Modern Finance Leaders Speakers

Steven Bricker Matt Makowsky Matt Hopkins, CPA Priyakant Rami Myles Gilsenan

Oracle Strategic Managing Senior Project Project Manager, Director, Oracle Manager, Oracle Account Director Director, Oracle Oracle EPM Analytics Practice EPM Practice Perficient ERP Practice Practice Perficient Perficient Perficient Perficient

4 Agenda

About Perficient

Operational Processes – Oracle ERP Cloud

Close and Consolidations – Oracle EPM Cloud

Financial Planning and Analysis Processes – Oracle EPM Cloud

Master Data Management – Oracle EPM Cloud

Analytics – Fusion ERP Analytics

Q&A

5 AT- A - GLANCE Perficient Profile

35 $565M 1997 Global Locations 2019 Revenue Founded in

~4,500 ~90% PRFT Colleagues Repeat Business Rate Public, NASDAQ

Global delivery Dedicated Alliance Multiple vendor & centers in China, solution partnerships with industry tech and India and Mexico practices major tech vendors growth awards

6 WE ARE Global in Our Delivery ~4500 Colleagues We have office locations across North America and fully owned global and domestic delivery centers around the world.

North America

Allentown, PA Ann Arbor, MI Fargo, ND , GA , TX Boston, MA Irvine, CA Bozeman, MT Lafayette, LA Cedar Rapids, IA , WI Charlotte, NC , MN , IL New York, NY Latin America Columbus, OH San Francisco, CA India , TX Seattle, WA Mexico City, Mexico Europe Denver, CO St. Louis, MO Medellin, Colombia Chennai, India China Detroit, MI Toronto, ON Bogota, Colombia Oxford, UK Nagpur, India Fairfax, VA Washington, D.C. Cali, Colombia Novi Sad, Serbia Bangalore, India Hangzhou, China

7 We deliver strategy and implementation for Solution Expertise on-premises, cloud, and hybrid solutions to meet your unique needs. We also offer post- implementation managed services. Faster time to value is what you can expect from our highly ERP SCM HCM EPM Analytics Training experienced and credentialed consultants.

Industries We Serve Gartner • “It’s Time to Include Oracle as a Viable Option When • Healthcare Evaluating Public Cloud Providers” (Q3 2020) Years of Experience • “Toolkit: Vendor Identification for Oracle Application 18+ • Manufacturing Services” (Q2 2019) • Energy / Oil & Gas Forrester Specializations • Financial Services • “Now Tech: Oracle Apps Implementation Services Providers” (Q2 2020) 15+ • Consumer Markets • Automotive/ Oracle Training 3000+ Deployments Transportation

8 Top 5 Oracle Cloud Solutions for Finance

Operational Close and Master Data FP&A Processes Analytics Processes Consolidations Management

ERP CLOUD FINANCIAL ENTERPRISE DATA ENTERPRISE FUSION ERP CONSOLIDATION MANAGEMENT PLANNING ANALYTICS AND CLOSE Sub-Ledger Reconciliations Close Manager Enterprise Data Governance Financial Planning Data Visualization Inventory Costing Close Consolidations Change Data Visualization Custom Plan Type Scalable and Flexible Automated Accruals Eliminations Hierarchy Management Workforce Rapid Deployment Currency Overrides Rapid Deployment Capital & Projects Planning

9 #1 Operational Processes Oracle ERP Cloud Gartner Magic Quadrants – Oracle Named a Leader

Oracle Corporation 11 Gartner Magic Quadrants – Oracle Named a Leader

Gartner Magic Quadrant for Cloud Core • Oracle is blazing a trail, ahead of all of its Financial Management Suites for Midsize, competitors. Large and Global Enterprises (June 2020) • There is nobody with an end-to-end integrated platform that covers ERP, HCM, EPM, SCM, CX Gartner Magic Quadrant for Cloud ERP • End-user experience, security, real-time reporting & Product-Centric Enterprises (June 2020) integration capabilities are simply ahead of everyone

• Oracle has 30 years of experience in ERP, has completely re-engineered the product based on thousands of customer business cases to represent modern best practices

• The product is highly configurable, provides mobile capabilities across the entire platform, integrates with Oracle’s Platform as a Service (PaaS) 12 Best in Class – Security

• Predefined job-based roles out-of-the-box

• Advanced security controls pinpoint SOD violations and transactional fraud alerts

• Easy to configure SSO that directly integrates with AD – minutes to setup and test and remains synchronized

• Real time security and audit reports triggered based on user-defined business events

• Oracle “whitelisting" services can further protect your Oracle Corporation POD behind your own secure VPN

13 Best in Class – Fully Integrated

• Essbase architecture - all financial reporting and inquiries • Maintain multiple reporting trees for different representations of your financial reporting • Automated allocations based on customer-defined algorithms leveraging existing trees created in Essbase • Accruals captured in real time, from all receiving activities and auto-reconciled daily with on-screen dashboards • Centralized and advanced costing capabilities • Integrates with Oracle EPM Suite • Real-time reconciliations of subledgers available on demand, on screen, with actionable drill downs • Reporting currency and secondary ledgers to support local Oracle Corporation authorities and different reporting presentations (IFRS vs. GAAP) • Eliminations, consolidation capabilities are embedded, with more advanced capabilities included in EPM Suite

14 Pre-Defined, Out-of-the-Box Actionable Dashboards (Infotiles) with Drill Down Capabilities

15 Actionable Role-Based Dashboards

16 Oracle Cloud Integrations ERP and EPM Integrations and Automation

Integrations • Pre-built connectors for ERP Cloud including Sub-ledgers

• Pre-built connector for HCM for employee level detail

• On-premises sources using EPM Integration Agent

• Pre-built EBS connector • Relational and file-based sources

• Integrated Workforce, CapEx, Projects and Financial processes

Automations • EPMAUTOMATE on all EPM solutions

• REST API support for custom automations

• Groovy support in planning processes

18 #2 Close and Consolidations Oracle EPM Cloud Gartner Magic Quadrant – Oracle Named a Leader

Gartner Magic Quadrant for Cloud Financial Close Solutions (Oct. 2019)

• Pre-built best practices

• Global, Advanced Consolidation and Close

• Intelligent Process Automation

• Compliance and transparency

• Comprehensive Tax Provision

• Country-by-country reporting

• Reconciliation compliance

• Transaction matching

20 Financial Close Business Processes

1 2 3 4

Financial Tax Reporting Financial Close Account Reconciliations Consolidation Integrated metadata / Management Reconciliation Compliance Integrated metadata / data, automated Scheduled close steps, driven by custom data, provision, regional and facilitated by workflow, rules/profiles, automated and automated translations, national, country by and managed via facilitated with eliminations, ownership country reporting dashboards workflow. Robust transaction management, adjustment, matching capabilities analysis and reporting

21 How Financial Close Business Processes Can Help

• Centralized or Decentralized Consolidation, Tax Reporting, Account Reconciliation and Close Processing using common metadata and data

• Automation of key and routine processes data load, automated processing and error notification for scheduled times

• Complete eliminations and processing of your data

• Customizable workflow for routing of activities and approvals

• Segregation of duties leveraging robust security that can allow any and all users to only see, or transact on, data they have access to

• Scheduling and monitoring tools to manage the Close in real time

• Integrated tax reporting for calculating regional and

• Multiple reporting options including query, “formal reports” and dashboards

22 #3 Master Data Management Oracle EPM Cloud Master Data Management

Enterprise Master Data

ERP Cloud • Data governance

• Subscription model

Consolidations • Application-specific properties

• Connector to ERP and EPM

• Custom application for other targets Planning and Budgeting

Analytics

24 Enablers for the Enterprise Data Management

Collaborative: Agile, real-time, co-authoring experience with attachments and notifications

Policy-Driven: Configurable policies to implement approvals or notifications of changes

Inference-Based: Dynamic, inference-based workflow in which users are invited or un- invited based on point-in-time policy

Secure: Define data permissions to ensure right-grain access to enterprise data – browser, submitter, data manager, owner

Adaptive: Deadlocks are handled gracefully by escalating requests to owners or data managers for exceptional approvals or policy modification

Connected: Changes flow to connected Oracle ERP and Oracle EPM cloud applications through packaged integrations included with the service

25 #4 Financial Planning & Analysis Oracle EPM Cloud Gartner Magic Quadrant – Oracle Named a Leader

Gartner Magic Quadrant for Cloud Financial Planning & Analysis Solutions (Aug. 2019)

• Leading solution with large client base

• Comprehensive solution to address major planning business processes

• Proven technology and extensive experience with legacy Hyperion solutions

• Continuous evolution of business processes

27 Planning Business Processes

Financial Planning Workforce Planning Financial planning using the Oracle Plan workforce related expenses Financial Framework • Headcount planning • Revenue / Expense planning • Detailed expenses • Balance sheet / Cash flow planning • Prebuilt business processes • Trend / Driver based • Strategic workforce reporting • Predictive algorithms

Capital Strategic Workforce Models Capital Planning Project Planning Budget / forecast capital expenditure Project level planning • Major / minor assets • Capital or operational projects with • Calculate depreciation Projects line item details • Cash flow impact • Integration with Capital and Workforce modules

28 Comprehensive and Connected Planning

• Access anywhere with unified user interface

• Interconnected to provide alignment across the organization

• Automated or manual predictive processes

• Strategic modeling and long-range planning

29 #5 Analytics Fusion ERP Analytics Gartner Magic Quadrants – Oracle Named a Visionary and Leader

Gartner Magic Quadrant for Analytics and • Oracle has a strong balance of enterprise governance Business Intelligence Platforms – Oracle and self service Named a Visionary • Easy-to-use advanced visualizations

• One click forecasting and advanced analytics

• Built-in machine learning enabling predictive analytics

Gartner Magic Quadrant for Data • Leader in cloud database and data warehouse Management Solutions technology

for Analytics – Oracle Named a Leader • Autonomous database technology reduces administration and maintenance burden

• Provision a new instance or make clones in minutes

• Automatically scale up or down based on workload requirements 31 Oracle Fusion Analytics Warehouse (FAW)

• Maximize value of cloud ERP

• Rapid time to value

• Extend to fit your business

Oracle Corporation

32 FAW – Fusion ERP Analytics Monitor Business Performance 50+ pre-built financial KPIs using Oracle Cloud ERP data

Oracle Corporation

33 FAW – Fusion ERP Analytics Quickly Drill Down from Monitoring to Deeper Insights 25+ pre-built dashboards and reports

Oracle Corporation 34 FAW – Fusion ERP Analytics Fully Customizable and Extensible at all Layers Load non-Oracle data, create custom reports and KPIs

Oracle Corporation 35 Why Finance Leaders Should Consider Oracle Cloud

1. Rapid Time to Value

2. Maximize Value of Cloud ERP Data

3. Drill to Detail – Faster and Better Insights

4. Scalable, Extensible, Customizable

5. Never Perform an Upgrade Again

36 Questions connecting senior-level financial executives since 1931

FOR YOUR PARTICIPATION DURING THIS WEBCAST!

Your CPE certificate will be emailed within 24 hours should you meet the criteria.

For any additional questions regarding CPE, please email [email protected]

slide 38 www.financialexecutives.org | 877.359.1070